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The type of in-depth understanding and objective analysis EPIC Wealth Advisors, Inc. provides is a much-needed service for fiduciaries and professional advisors. If policies intended to provide millions of dollars in death benefit are not professionally monitored, serious problems can occur. It makes sense to spend a few dollars to let experts monitor the performance and provide an objective analysis of what could go wrong.
John Ambrecht, Esq.
JD, Tax LLM, Former Chairman, California Bar Association Estate and Gift Tax Committee. |
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WHAT IS THE ADVISOR'S RESPONSIBILITY REGARDING EXISTING AND PROPOSED LIFE INSURANCE?
Trustees and advisors know from experience that there are billions of dollars of life insurance policies that are:
- Poorly Performing
- In jeopardy of termination
- Ill-conceived
- Inappropriate
- Over-priced
- Not properly owned or structured
- Overvalued or undervalued
- Over-insured or under-insured
- Tied to dangerous schemes (419 Plans etc.)
- Obsolete
- Backed by financially challenged insurance companies
As an advisor, you have:
- Legal Responsibilities
- Professional Responsibilities
- Ethical Responsibilities
- Fiduciary Responsibilities
We can help you make better-informed decisions that will benefit both you and your clients.
Contact us for more information.
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I would like to recognize EPIC Wealth Advisors, Inc., for their outstanding consulting work on my Split Dollar Insurance Policy. Federal laws changed dramatically over the last few years, which placed my policy in jeopardy. The people at EPIC Wealth Advisors were able to examine the policy in detail and make appropriate recommendations. Based on those recommendations, a plan has been implemented that insures the continuing integrity of the policy, for the protection of my family's interests and my own. Thank you for a job well done!
Robert Ralls, CEO
Foundation for the Junior Blind, Los Angeles, California |
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